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Chat-first sales platform

Every unanswered message is a sale walking away.

ConvoClerk centralizes WhatsApp, Instagram and several other channels in one place — organizing each contact with an operator, sales stages and next steps, so no deal goes cold.

Official Meta Channels · 14-day free trial · No credit card
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CD
Camila Duarte
WhatsApp Business · Online
Hot lead

Hi! Could you send me the commercial proposal with pricing?

09:41
Draft suggested by AI
Supervised

Hi Camila! Customized proposal ready with special conditions for cash or installment payments.

One inbox for every place your customers already write to you

WhatsApp BusinessInstagram DirectTelegramWeb chatE-mailMercado LivreOLXPublic API
The platform

Everything that happens after a customer replies

A message arrives, gets answered, becomes a deal, becomes work, gets followed up at scale and finally gets measured. Same record, six screens.

Conversations

One queue, every channel, one owner per chat

Active and archived tabs, unread counts, full-text search, and filters by channel, label and assignee — updating live as messages land. Assign, tag, archive or schedule a follow-up without leaving the thread.

Real delivery statusInternal notesWhatsApp templates
One record

Every channel writes to the same customer record

A WhatsApp message, an Instagram DM and a marketplace question about the same person do not become three histories. They become one contact — with its leads, its tasks and a single merged timeline.

One contact, many channelsPhone number, username and marketplace identity resolve to a single record with every conversation attached.
Context travels with the personTags, notes, lead stage, opportunity value and past quotes are visible in the thread — not in someone's head.
Nothing without a next stepLead health flags stale deals and missing next actions, so a record never quietly stops moving.
Every change is loggedStage moves, field edits and notes are written to the activity timeline with the author and the previous value.
CD
Camila DuarteHot
+55 11 98432-1190 · WhatsApp Business · Instagram · OLX
Contact since March 2026
Opportunity
R$18,400
Last contact
2 hours
Stage
Proposal
6 days in stage
Owner
Maya C.
Assigned 2 days ago
Next action
Send quote
Today, 17:00
Health scoreStrong
78 / 100

Activity 42 interactions
New WhatsApp conversation4dAsked for a quote on 40 units, delivered to Campinas.
AI draft approved and sent4dPrice table and lead time confirmed in a single reply.
Moved to Proposal3dStage changed by Maya C. — previous stage: Qualified.
Task created: send quote3dHigh priority, due today at 17:00.
Included in the March broadcast1dSegment: customers with an open quote.
Get to know all our features

More than a chat app: A complete platform

Channel setup, automations, bookings, a public API, permissions and data retention — configured by you, not by a support ticket.

Channels you connect yourself

Meta WhatsApp Cloud API with embedded signup, Telegram, web chat, Mercado Livre and OLX. Each channel keeps its own webhook view, secret and status.

TelegramWeb chatMercado LivreOLX
  • Embedded Meta signup and reconnect
  • Approved template picker and creation
  • Broadcast enabled per channel

Automations and integrated chatbots

Create service flows with Typebot, send automatic replies by tags and schedule follow-ups without writing a single line of code.

  • Enable and pause per automation
  • Typebot chatbot per channel
  • Scheduled auto follow-ups

Bookings with a public page

Publish availability, let customers book from a link, and see every appointment on a calendar next to the conversation that created it.

  • Public booking page per company
  • Calendar and detail views
  • Linked to the contact record

A public API and webhooks

Send and receive messages on your own channels programmatically, with an interactive explorer in the docs and per-channel webhook secrets.

  • Channel-scoped API keys
  • Interactive API explorer
  • Delivery events by webhook

Enterprise-grade security

Client-owned Meta connections, secure token handling, tenant separation, a documented deletion flow and configurable history retention.

🛡️ LGPD / GDPR🔒 TLS Encryption🏢 Multi-tenant Isolation
  • Data deletion on request
  • Customer messages are not used to train general models
  • Structured audit logging

Roles and granular permissions

Operators, company admins and administrators, with per-operator permissions and an option to show the operator's name in outgoing messages.

Retention you control

History is kept for 30 days by default. An administrator can set an exact period, with a seven-day grace window before any shortening takes effect.

Billing without surprises

A base subscription per configured channel plus retained-history storage. Applicable WhatsApp fees are billed by Meta directly to your WhatsApp Business Account.

Free 14-day trial

See your conversations turn into sales in practice

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7

Channel types you can connect, from WhatsApp to marketplaces

1

Shared queue for the whole team, whatever the channel

< 2 min

First-response target your team can actually measure

3-in-1

Contact, lead and conversation kept on one record

Who it's for

Built first for businesses that sell by answering fast

Quote requests, availability questions and follow-ups where a late reply costs the job.

Local servicesQuotes, scheduling and follow-up for on-site work.
Retail and e-commerceProduct questions, stock checks and order status in one thread.
ClinicsAppointment requests, confirmations and no-show recovery.
Beauty and wellnessBooking by chat, with reminders that reduce empty slots.
Courses and schoolsEnrolment interest, documents and follow-up until it closes.
Professional servicesIntake, qualification and a written record of every request.
Repair and maintenanceDiagnosis by photo, quote approval and job scheduling.
Marketplace sellersMercado Livre and OLX questions answered from the same queue.
ConvoClerk Manifesto
Your next sale is already in your inbox. “ConvoClerk makes sure you answer it first — and never let it go cold.”
The ConvoClerk principleWhy the product exists
Pricing

Pay per channel, not per message

A base subscription for each configured channel slot, plus the storage your retained history actually occupies. No per-message fee from us; applicable WhatsApp fees are paid directly to Meta.

Start 14-day trial
No credit card requiredSetup in 5 minutesCancel anytime
Standard
$10/ channel / month
  • Unlimited messages and contacts
  • Full CRM, work queue and reports
  • AI drafts, automations and broadcasts
  • 30-day history retention by default
100% transparent — no surprise charges
Storage billed separately by what it occupiesWhatsApp fees paid directly to MetaNo per-message charge
Pricing

Pay per channel, not per message

A base subscription for each configured channel slot, plus the storage your retained history actually occupies. No per-message fee from us; applicable WhatsApp fees are paid directly to Meta.

Standard14 DIAS GRÁTIS
$20/ month

e.g. 1 WhatsApp + 1 Instagram Direct

  • Unlimited messages and contacts
  • Full CRM, work queue and reports
  • AI drafts, automations and broadcasts
  • 30-day history retention by default
Start trial with 2 channels
No credit card required·Setup in 5 minutes·Cancel anytime
Questions

Straight answers before you sign up

WhatsApp through the official Meta Cloud API, Instagram, Telegram, a web chat widget for your site, e-mail, and the Mercado Livre and OLX marketplaces. You can also send and receive on your own channels through the public API.

See the platform in action

Yes — the connection is yours. ConvoClerk uses Meta's embedded signup so the WhatsApp Business Account, the number and the access stay under your business, and you can disconnect at any time.

No. Draft with AI writes a suggestion inside the composer, and a person edits and sends it. Separately, you can enable a Typebot chatbot per channel — that is an explicit configuration, never a default.

The price is a base subscription per configured channel slot, plus the storage your retained history occupies. We do not charge by message volume. WhatsApp fees, where they apply, are billed by Meta directly to your WhatsApp Business Account.

Open the price calculator

Thirty days by default. An administrator can set an exact period in whole days; shortening it takes effect after a seven-day grace window, so nothing disappears unexpectedly.

Yes. Operators, company admins and administrators see different parts of the product, and operators can be granted granular permissions such as assigning chats. You also choose whether the operator's name appears in outgoing messages.

Visit the help center
Get started

Your next sale is already waiting for a reply

Connect one channel, invite your team, and see the difference on the conversations you are already having today.

No credit card required · setup in under an hour